NASDAQ$AVDX

AvidXchange · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Announced third quarter 2023 financial results, demonstrating strong revenue growth, gross margin expansion, and operating leverage.

AvidXchange reported strong Q3 2023 results with a 19.7% year-over-year increase in total revenue to $98.7 million. The company's GAAP net loss decreased significantly to $(8.1) million, and non-GAAP net income was $5.8 million. Adjusted EBITDA swung positively to $11.4 million.

  • Total revenue increased by 19.7% year-over-year to $98.7 million.
  • GAAP net loss improved to $(8.1) million compared to $(25.4) million in Q3 2022.
  • Non-GAAP net income was $5.8 million, a significant improvement from a loss of $(11.7) million in the same period last year.
  • Adjusted EBITDA was $11.4 million, compared to $(3.7) million in the third quarter of 2022.

Headline financials

Total Revenue

$98.7M

Previous: $82.4M+19.7%
EPS (adj)

$0.03

Previous: -$0.06+150.8%
Total Transactions Processed

19.2M

Previous: 18.0M+6.7%
Total Payment Volume

$19.6B

Previous: $18.1B+8.3%
Transaction Yield

$5.15

Previous: $4.57+12.7%
Capital Expenditures

-$1M

Previous: -$2.68M+62.6%
Free Cash Flow

-$12M

Previous: -$32.5M+63.1%
Net Income

-$8.09M

Previous: -$25.4M+68.1%
Operating Income

-$9.63M

Previous: -$22.1M+56.5%
Gross Profit

$67.9M

Previous: $52.5M+29.3%
Cash & Equivalents

$340M

Previous: $411M-17.3%
Total Assets

$2.12B

Previous: $1.91B+10.9%
R&D Expense

$24.8M

No prior period
Stock-Based Comp

$11.2M

Previous: $8.72M+28.8%

Revenue & EPS history

AvidXchange · Revenue · Quarterly

$98.7M

Q3 2023+19.7%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

AvidXchange anticipates its Full Year 2023 revenue to be in the range of $374.5 million - $375.5 million and adjusted EBITDA to be in the range of $22.0 million - $23.0 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-1.0%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+0.8%

Avg return

30 days after

44%

8 / 18 earnings

Positive

+18.8%

Q1 2025

Best reaction

-35.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025-0.1%+0.2%+0.6%
Q1 2025+18.8%+18.7%+19.5%
Q4 2024-20.7%-19.1%-6.7%
Q3 2024+17.6%+23.4%+36.1%
Q2 2024-35.1%-40.5%-36.5%
Q1 2024-4.3%-6.3%-10.9%
Q4 2023+9.5%+7.1%+8.2%
Q3 2023+17.9%+15.9%+39.5%
Q2 2023-13.7%-15.9%-17.0%
Q1 2023+16.2%+14.2%+50.8%
Q4 2022-11.4%-3.8%-21.7%
Q3 2022-15.8%-10.2%-1.9%
Q2 2022+11.0%+16.2%+5.7%
Q1 2022-4.0%-18.1%+9.1%
Q2 2021-2.5%+16.7%+19.4%
Q4 2021-5.6%-17.4%-6.6%
Q4 2020+4.5%-15.4%-36.9%
Q3 2021+0.4%+4.8%-36.0%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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